Legal & General Investment Management America
Senior Investment Director
Legal & General Investment Management America, Chicago, Illinois, United States, 60290
Overview
The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising. Responsibilities
Contribute to the AUM growth of L&G's investment management business by introducing the firm's global fixed income, LDI, equity index and private markets strategies directly to institutional investors Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&G's reputation within the institutional investment community Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G's broader business objectives Create and implement a business plan to grow AUM of L&G strategies in the Midwest Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market Respond to investor demand and, in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM Develop deep product knowledge across investment options, including fixed income and index Interact with the consultant community and work closely with other Investment Directors, the Head of Distribution and the Head of Consultant Relations to optimize efforts Prepare and deliver presentations and briefings Target at least 10-15 meetings per month Qualifications
Proven track record of asset raising, ideally with an institutional investment manager offering fixed income and index strategies Proven relationship-building skills, with a well-established network of relationships among leading institutional investors Minimum of 10 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index / passive strategies, macroeconomics, and portfolio strategy. Private markets experience is a plus Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant) Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity Outstanding communication and presentation skills, both verbal and written BA / BS; MBA and/or CFA preferred Must be able and willing to travel Strong work ethic – detail oriented and driven with a sense of accountability; proactive with a high degree of self-motivation Competitive winning spirit; flexible, can-do attitude and ability to form solid working relationships across other groups and teams Task- and project-focused, able to set and meet deadlines and prioritize work streams Ability to provide insights that are applicable, timely and understandable Demonstrated ability to anticipate problems and opportunities Leads with integrity, excellence, teamwork and results Active listening skills Salary Range
$175,000 - $225,000 The starting salary offer will vary based on factors including education, job-related experience, skills, abilities, location, and market factors. This position is eligible to participate in the company's annual discretionary bonus plan. Full-time employees may be eligible for health insurance with an optional HSA, short term and long term disability, dental, vision, life insurance, 401K, vacation, sick time, employee assistance program, and commuter/transit programs. Additional voluntary programs include supplemental health benefits such as accidental injury, critical illness, hospital indemnity, and pet insurance. EOE Statement
As an EOE employer, Legal & General Investment Management America provides equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable laws.
#J-18808-Ljbffr
The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising. Responsibilities
Contribute to the AUM growth of L&G's investment management business by introducing the firm's global fixed income, LDI, equity index and private markets strategies directly to institutional investors Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&G's reputation within the institutional investment community Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G's broader business objectives Create and implement a business plan to grow AUM of L&G strategies in the Midwest Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market Respond to investor demand and, in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM Develop deep product knowledge across investment options, including fixed income and index Interact with the consultant community and work closely with other Investment Directors, the Head of Distribution and the Head of Consultant Relations to optimize efforts Prepare and deliver presentations and briefings Target at least 10-15 meetings per month Qualifications
Proven track record of asset raising, ideally with an institutional investment manager offering fixed income and index strategies Proven relationship-building skills, with a well-established network of relationships among leading institutional investors Minimum of 10 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index / passive strategies, macroeconomics, and portfolio strategy. Private markets experience is a plus Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant) Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity Outstanding communication and presentation skills, both verbal and written BA / BS; MBA and/or CFA preferred Must be able and willing to travel Strong work ethic – detail oriented and driven with a sense of accountability; proactive with a high degree of self-motivation Competitive winning spirit; flexible, can-do attitude and ability to form solid working relationships across other groups and teams Task- and project-focused, able to set and meet deadlines and prioritize work streams Ability to provide insights that are applicable, timely and understandable Demonstrated ability to anticipate problems and opportunities Leads with integrity, excellence, teamwork and results Active listening skills Salary Range
$175,000 - $225,000 The starting salary offer will vary based on factors including education, job-related experience, skills, abilities, location, and market factors. This position is eligible to participate in the company's annual discretionary bonus plan. Full-time employees may be eligible for health insurance with an optional HSA, short term and long term disability, dental, vision, life insurance, 401K, vacation, sick time, employee assistance program, and commuter/transit programs. Additional voluntary programs include supplemental health benefits such as accidental injury, critical illness, hospital indemnity, and pet insurance. EOE Statement
As an EOE employer, Legal & General Investment Management America provides equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable laws.
#J-18808-Ljbffr